Senior Advisor Center Leader — Coach, Grow & Delight Clients

Edelman Financial Engines, LLC; Phoenix (AZ); On-site; USD 81,000 - 108,000; Full time

Job summary

Edelman Financial Engines, LLC in Phoenix, AZ, is seeking an Advisor Center Sr. Manager to lead a frontline team delivering personalized client experiences, financial planning guidance, and trust through a strong value proposition.

You will coach advisors, drive engagement, and ensure high-quality interactions across digital tools and services. The role emphasizes developing staff capabilities, meeting performance targets, and enhancing client satisfaction, referrals, and assets under

Qualifications

• Bachelor’s degree in business or finance; 7+ years in financial services
• Licensing requirements: Series 65 or Series 7 & 66

Responsibilities

• Motivates team to reach client contact and conversion targets.
• Coaches advisors to deliver the EFE value proposition and conducts regular coaching sessions.
• Monitors performance, uses data to drive improvements, and rewards strong performers.
• Handles client escalations and maintains relationships to retain clients.
• Identifies opportunities to improve client experience and streamline processes.

Skills

Coaching & people development

Client relationship management

Financial planning principles

Data analysis

Education

Bachelor’s Degree in business or finance

Tools

Series 65 or Series 7 & 66 licenses

Job description

Edelman Financial Engines, LLC in Phoenix, AZ, is seeking an Advisor Center Sr. Manager to lead a frontline team delivering personalized client experiences, financial planning guidance, and trust through a strong value proposition.

You will coach advisors, drive engagement, and ensure high-quality interactions across digital tools and services. The role emphasizes developing staff capabilities, meeting performance targets, and enhancing client satisfaction, referrals, and assets under